Board Member

Company Description Trailhead Credit Union is a member-owned financial cooperative founded in 1935 by Portland gas company employees to provide fair and reasonable lending options. Unlike traditional banks, Trailhead returns profits to members through better rates and lower fees. Today, the credit union serves people who live, work, or go to school in Multnomah County, Oregon. Rooted in Portland, Trailhead embraces the individuality of its members and focuses on guiding each person toward their unique path to financial success. The organization values a community-focused, relationship-driven approach that reflects the character of its hometown and members.

Role Description The Board Member role is a part-time volunteer position based in Portland, OR. Board terms are three years and volunteer service is expected at about 4 hours/month. Board Members provide strategic oversight, help set organizational policies, and ensure that Trailhead’s mission, values, and long-term objectives are upheld in all major decisions. In this role, the Board Member reviews financial and operational reports, participates in regular board and committee meetings, and collaborates with other Board Members and executive leadership on governance, risk management, and regulatory compliance. Day-to-day activities include preparing for meetings, evaluating proposals and budgets, monitoring organizational performance, and engaging with members and community stakeholders as needed. Board Members are expected to maintain high ethical standards, exercise sound judgment, and represent the best interests of the credit union’s diverse membership.

Qualifications

• Strong governance and leadership capabilities, including experience with boards, committees, or executive decision-making in a financial, nonprofit, or cooperative setting.
• Financial literacy and analytical skills, such as the ability to interpret financial statements, evaluate budgets, and understand risk and regulatory considerations.
• Strategic thinking and planning skills, including experience setting long-term goals, assessing organizational performance, and guiding change.
• Communication and collaboration skills, including clear written and verbal communication, active listening, and the ability to work constructively with diverse stakeholders.
• Commitment to community service, member-centric values, and the cooperative credit union philosophy, with sensitivity to diverse backgrounds and perspectives.
• Familiarity with banking, credit unions, or financial services is strongly preferred; experience in the Portland or Multnomah County community is a plus.
• Bachelor’s degree in business, finance, public administration, or a related field, or equivalent relevant experience.
• Ability to commit the time required for board meetings, committee work, preparation, and occasional community or member events.